SBI Magnum Comma Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI Comma Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3315 Cr | ₹830 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 08 Aug 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY COMMODITIES TRI |
| Turn Over | 9.69% | 65% |
| Expense Ratio | 1.88 | 2.52 |
| Manager | Arjun Khanna | Pradeep Kesavan |
| ISIN Code | INF174KA1EW8 | INF200K01339 |
| Exits Load | Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.37% | -1.55% |
| 6 Month | 3.7% | 3.89% |
| 1 Year | 2.78% | 1.6% |
| 3 Year | 21.92% | 15.35% |
| 5 Year | 19.27% | 17.84% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.51% | 0.82% |
| 1 Year | 14.1% | 14.78% |
| 3 Year | 18.13% | 14.13% |
| 5 Year | 17.39% | 13.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.11% | 8.44% |
| 3 Year | 20.17% | 12.17% |
| 5 Year | 23.99% | 11.2% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 15.34% |
| Sharp | 1.12% | 0.57% |
| Beta | - | 0.81% |
| Alpha | - | 1.04% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Pradeep Kesavan |
| Total AUM | ₹169639 Cr | ₹434274 Cr |
| Funds Managed | 24 | 43 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.67 | 5.29 |
| Large Cap | 31.61 | 50.74 |
| Mid Cap | 25.54 | 17.39 |
| Small Cap | 17.18 | 26.57 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.37 | 3.27 |
| Energy | 2.9 | 25.39 |
| Consumer Cyclical | 22.94 | 3.93 |
| Financial Services | 10.7 | 1.85 |
| Healthcare | 15 | - |
| Basic Materials | 3.15 | 51.96 |
| Technology | 2.24 | - |
| Consumer Defensive | 3.98 | 3.89 |
| Industrials | 12.44 | - |
| Communication Services | 5.31 | - |
| Real Estate | 0.97 | - |
| Utilities | - | 9.71 |
Top Comparisons
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.81%
Franklin India Retirement Fund - Growth
3Y Returns9.83%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.74%
Franklin India Balanced Advantage Fund- Growth
3Y Returns12.17%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.01%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.12%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns23.35%